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Component Name

Function

Implementation

Example User

CreateTemplateData

Create and edit submission templates with sections and questions

Added to Lightning Page for Submission Templates

Program Officer

SubmissionTemplatePreview

Preview template to see how it will look to responding users

Added as Action to Submission Template page layout

Program Officer

SubmissionResponseForm

Respond to questions on a template assigned to a user

Added to Lightning Page for Submission Responses

Grantee

SubmissionResponseReview

Review and edit a user’s submission

Note: If a user has read-only access on any fields on the ampi__Question__c object, then those fields will be displayed as read-only in the component.

Added to Lightning Page for Submission Review

Assessment Reviewer

SubmissionResponseScoring

Assign scores and add comments to a user’s submission

Added to Lightning Page for Submission Review

Assessment Reviewer

SubmissionRadar

Charts

View scores for all submissions on a single parent record (e.g. the scores from all Financial Reports submitted by an Organization/Account)

Not added anywhere by default - needs to be added to a custom Lightning page

Program Officer

SubmissionClone

Clone a submission (including responses if Record Type is Submission) so that the user can simply edit pre-existing responses for their next submission

Added as Action button to Submission Template Layout and Submission Layout

Grantee, Program Officer

Note

System Admin Note
The SubmissionClone_AI trigger is only meant to clone one Submission record at a time. In order to clone multiple submissions created in the same transaction please configure a flow.

The SubmissionResponseForm and SubmissionResponseScoring components can be further customized for different profiles and their requirements by using the following design attributes:

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